How big is Pacific Utility Installation, Inc.'s plan?

Pacific Utility Installation, Inc.'s plan reported $18.1M in assets and 147 participants for 2024.

Original filing (PDF)20251007190124NAL0008729184001

Pacific Utility Installation, Inc.

Name: Pacific Utility Installation, Inc. — Pacific Utility, Form 5500 (2024)
Creator: Pacific Utility Installation, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pacific Utility Installation, Inc. Employee Stock Ownership Plan

Defined-contribution retirement plan · Pacific Utility Installation, Inc.'s Pacific Utility Installation, Inc. Employee Stock Ownership Plan held $18.1M in plan assets for 147 participants in 2024.

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

147

Accounts w/ balance

212

Plan assets (EOY)

$18.1M

Net assets (EOY)

$13.3M

People on this filing

ROSI Patino-Patroni signed Pacific Utility Installation, Inc.'s 2024 Form 5500 as plan administrator.

ROSI Patino-Patroni — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pacific Utility Installation, Inc.'s EIN is 33-0741430.

EIN 33-0741430

Plan number 003

Plan year 2024

ACK ID 20251007190124NAL0008729184001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Utility Installation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Utility Installation, Inc.'s plan includes ERISA 404(c) participant direction, a leveraged ESOP, an S-corporation ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC UTILITY INSTALLATION, INC..

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off